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JF

Joseph M. Featherstone

FEATHERSTONE INVESTMENT ADVISORY
Jupiter, FL
Some features on this profile are disabled
CRD#: 6741343
JF

Professional summary

Joseph Michael Featherstone, who also goes by Joseph Featherstone, is a registered financial advisor currently at FEATHERSTONE INVESTMENT ADVISORY located in Jupiter, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Featherstone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Featherstone's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 28, 2023 - Present

FEATHERSTONE INVESTMENT ADVISORY

RIA
CRD#: 325023
Jupiter, FL
Past

July 29, 2022 - April 6, 2023

STILLWATER WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 309796
JUNO BEACH, FL
Past

May 1, 2019 - July 26, 2022

U.S. PRIVATE WEALTH, LLC

RIA
CRD#: 167288
PALM BEACH GARDENS, FL
Past

April 19, 2017 - November 9, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SUNRISE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/28/2023)
IAR
Texas
(4/10/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/9/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FI
FEATHERSTONE INVESTMENT ADVISORY
FEATHERSTONE INVESTMENT ADVISORY | FEATHERSTONE INVESTMENT ADVISORY LLC

CRD#: 325023 / SEC#:

Florida
Registered Investment Advisory firm - (3/28/2023 Approved)
Texas
Registered Investment Advisory firm - (3/14/2023 Conditional Restricted)
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Contact information

Main Address
Palm Beach Gardens, FL
Mailing Address
Phone number
(561) 234-0514
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 11,127,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FEATHERSTONE INVESTMENT ADVISORY

CRD#: 325023Jupiter, FL

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